Automate the flow between insurance policy data and digital analytics. Stop manually exporting policyholder segments, stitching product performance data into behavioral reports, or reconciling retirement plan engagement across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When policyholders visit your portal, automatically append their policy tier, annuity type, and account status to Piano Analytics events. Enable precise segmentation of digital behavior by insurance product line without manual tagging or CSV uploads.
Capture Piano Analytics conversion events from retirement plan signup funnels and write them to Corebridge as enrollment milestones. Maintain audit trails linking digital touchpoints to policy origination for regulatory reporting.
Automatically merge Corebridge annuity distribution data with Piano Analytics content consumption patterns. Build comprehensive reports showing how policyholder education materials correlate with product utilization and renewal rates.
Monitor Piano Analytics session data for policyholders with significant account values who abandon annuity application or rollover processes. Trigger notifications in Corebridge workflows to prioritize outreach and prevent churn.
Capture complete Piano Analytics user journey histories for policyholders and attach them to corresponding Corebridge policy files. Maintain long-term records of digital touchpoints for claims disputes and service quality audits.
When policies reach key events like vesting dates, distribution eligibility, or renewal windows in Corebridge, automatically create targeted behavioral segments in Piano Analytics. Deliver personalized content experiences tied to actual policy lifecycle stages.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and Piano Analytics with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands Corebridge's policy and annuity data structures alongside Piano Analytics' event schemas, so your financial services and digital teams can work from a single source of truth.
Redbird's AI interprets Corebridge policy identifiers, product codes, contribution schedules, and distribution records, then intelligently matches them to Piano Analytics user IDs, session properties, and custom event parameters. No need to build custom ETL pipelines or maintain brittle field mappings. The system understands that a policy number in Corebridge corresponds to authenticated user context in Piano Analytics, and that annuity types should flow into behavioral segments as structured attributes, not free text.
faster than building custom integrations between policy systems and analytics platforms
Redbird can pull from Corebridge and Piano Analytics simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or Piano Analytics.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Corebridge into Piano Analytics, or from Piano Analytics back into Corebridge. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any policy event in Corebridge or behavioral signal in Piano Analytics, then take action across both systems.
Fires when a new insurance policy or annuity contract is created in Corebridge.
Triggers when a retirement plan contribution or premium payment is logged.
Activates when an annuity distribution or retirement plan withdrawal is completed.
Change policy state, tier, or compliance flags in Corebridge records.
Append timestamped notes or tags to policyholder records for follow-up.
Trigger automated regulatory or performance report generation in Corebridge.
Fires when a user completes a subscription or gated content conversion in Piano Analytics.
Triggers when a user reaches a defined engagement level or visit frequency milestone.
Activates when a user drops from a defined conversion funnel without completing.
Build or update custom audience segments in Piano Analytics based on criteria.
Attach custom attributes or metadata to user profiles in Piano Analytics.
Send structured custom events to Piano Analytics for tracking specific interactions.
Sync Corebridge policy data with Piano Analytics behavioral insights in minutes. Give your financial services and digital teams a unified view without manual exports or custom code.